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Schwab US REIT ETF
SCHH

Overview Fund Activity

464 hedge funds and large institutions have $4.28B invested in Schwab US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 134 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.85%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
55
Increased
188
Reduced
134
Closed
51
Calls
$1.03M
Puts
$835K
Net Calls
+$194K
Net Calls Change
-$272K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$33.8M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$17.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.3M
5
OAM
Oak Asset Management
California
+$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$97M
2
CSIA
Charles Schwab Investment Advisory
California
-$55.4M
3
TCM
Tradewinds Capital Management
Washington
-$23.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$12.6M
5
AWM
Aries Wealth Management
Maine
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
301
Shearwater Capital
Colorado
$211K -$1.97K -14 -0.9%
SFS
302
Strategic Financial Services
New York
$207K – – –
TWM
303
Tanglewood Wealth Management
Texas
$204K -$338K -16,012 -62%
CA
304
Cetera Advisors
Colorado
$203K -$1.56K -74 -0.8%
MMHP
305
Murphy Middleton Hinkle & Parker
Georgia
$203K +$359 +17 +0.2%
BAMG
306
Brand Asset Management Group
Missouri
$202K -$15.3K -724 -7%
MOS
307
MGO One Seven
Ohio
$201K +$201K +9,543 New
RF
308
RHS Financial
California
$200K -$17K -805 -8%
BIA
309
Bell Investment Advisors
California
$187K +$187K +8,868 New
AF
310
Advisornet Financial
Minnesota
$183K -$130K -6,148 -42%
SPIA
311
Steward Partners Investment Advisory
New York
$181K +$96.4K +4,573 +114%
TRCT
312
Tower Research Capital (TRC)
New York
$174K +$174K +8,239 +274,633%
EWA
313
EP Wealth Advisors
California
$166K -$30.8K -1,461 -16%
HI
314
Harbour Investments
Wisconsin
$163K +$163K +7,709 New
FSWA
315
Financial Synergies Wealth Advisors
Texas
$159K -$24.8K -1,177 -14%
CIR
316
Clear Investment Research
Georgia
$155K – – –
PB
317
Pinnacle Bancorp
Nebraska
$151K – – –
PFBT
318
Parkside Financial Bank & Trust
Missouri
$135K -$2.08K -99 -2%
Citigroup
319
Citigroup
New York
$135K +$42.9K +2,042 +47%
William Blair & Company
320
William Blair & Company
Illinois
$134K -$8.95K -426 -6%
BCM
321
Blume Capital Management
California
$127K -$4.21K -200 -3%
AA
322
Ancora Advisors
Ohio
$117K +$9.73K +460 +9%
S
323
SignatureFD
Georgia
$114K +$83.7K +3,958 +276%
FRA
324
Front Row Advisors
California
$113K – – –
ACA
325
Aptus Capital Advisors
Alabama
$100K +$5.58K +264 +6%
11 12
13
14 15